See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $831,658 | $154,117+439.6% | $129,995+539.8% | $139,434+496.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 19.31% | 32.48%-13.2pp | -137.18%+156.5pp | 372.94%-353.6pp |
| Employer contribution / active EE | $7,192 | $5,289+36.0% | $4,320+66.5% | $4,751+51.4% |
| Participant deferral / active EE | $16,362 | $6,710+143.8% | $5,820+181.1% | $6,710+143.8% |
| Admin fee / account holder | $5,005 | $14,007-64.3% | $10,614-52.8% | $11,403-56.1% |